Why using a CRM is vital to the long term growth of your business as a Loan Officer. Invest in your CRM today for dividends in the future.

Researching agents using Social Media to learn more about them to give you better results in your cold calls.

This is a brief article on your CRM with a link to Hubspot.

An article on how I handle cold calls to get the meeting

This is an example of a voicemail message I would leave that has generated referrals all on its own. When you're leaving 25 VM's a day or more, you want it to have some power and not quick to be deleted. Change the script to whatever your strongest strengths are. Fast Turn Around? Can you close 500 credit score FHA? What is the best thing you can offer?

What topics of discussion and generally most important to an agent. It may not be what you think...

Matching an agent in their tone and energy for early cold call connections.

What to consider when gauging your interest in an agent during your discovery.

You may have power you didn't realize you had in attracting agents to do business with you.

Methods for getting your face to face meeting scheduled with realtors.

Dont cost yourself a relationship before you've started it.

The first 3 steps of your face to face meeting with realtors.

The last 3 steps of your face to face meeting with agents.

Earn trust and respect from realtors by staying true to them and yourself.

How to turn a job well done into additional referrals. Each closed deal could potentially become 3+ referrals.

Added value are things like connections you have with other people that could benefit the realtors business.

A realtor call with a new agent at a prestigious brokerage. She went from too busy to being able to come to the office. Not an exciting call but one I happened to have recorded.

A broker call that ended up becoming a meeting with 6 agents at the same time. If you talk to a broker, they typically have a weekly sales meeting that you can make a presentation to for 10-15 minutes.In this case I didnt think to ask but it worked out.

Very nice agent. Not a difficult call but the message I want to send with you listening to these calls is that I'm pretty much myself. I'm not a cloned sales guy regurgitating scripts. I try and have a conversation with realtors. I laugh, joke and try to be comfortable while making them comfortable.

This is an agent that once told me they werent interested and very happy with their lender of many years. I had the notes in my CRM. I typically call my not interested list every few months because as this call shows, you never know.

Every 5 to 10 questions proposed by enrolled loan officers will be answered in the form of an additional video lecture.

How to save a deal from stubborn collection agencies not wanting to release collections from a credit report.

Download your State Realtor Contact Excel List

How to utilize the weekly tracker template. A very lucrative and informative pain in the butt for Loan Officers.

The benefits of Time Blocking and how to set it up in Outlook.

Mass Planner has been discontinued publicly and only available for previous license holders or those who have an "in". Here is your "in", https://techfusion.azurewebsites.net/ and log in using your old log in information.

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